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In the Pipeline:
Research
In-house research into the financial planning profession, and financial services at large, which we share with our clients.
Commissioned research for financial institutions, including financial planning businesses and asset management companies.
Para-planning
An outsourced para-planning service where we work closely with your advisors to provide your clients with world-class advice.
Artificial
Intelligence
Advice and guidance around how to implement AI in your business, and why.
FI Studio
A creative suite tailored to the unique needs of financial planning businesses, this offering will solve those little creative problems that slow businesses down or hold them back.
Recruitment
There is a reason that there does not exist a recruitment business that specialises in financial services - it's tricky, for its own unique reasons..
But when the service is additional, and the business doesn't rely on it to generate an income, it can quietly operate as a value-add rather than a core offering.
Want to get involved?
As we create new services, we are always looking for help... employed, outsourced or contracted.
If you have experience in any of the above, and believe you could add value, please get in contact.
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